Follow up on open IP service quotes before they go cold
Every morning, WebRun checks Gmail for quotes sent to prospective clients three or more days ago with no reply, drafts a polite follow-up email for each open quote, and logs the prospect's estimated matter value in Stripe. All follow-up emails are left as drafts for the attorney to review before sending.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on unanswered IP service quotes?
Every morning, WebRun scans Gmail for IP service quotes sent three or more days ago with no reply, drafts a polite follow-up for each in Gmail Drafts, and logs the estimated matter value in Stripe so the pipeline stays current. Every draft awaits attorney review before it is sent to the prospect.
- No quote goes cold through neglect: every unanswered proposal gets a timely follow-up draft
- Attorneys spend seconds approving a draft rather than minutes composing from scratch
- Stripe pipeline values stay current without manual entry
Built for IP law firms · patent attorneys · IP firm business development managers · IP paralegals
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - find quotes sent 3 or more days ago with no reply
gmail.com How to Automate Gmail
WebRun opens Gmail to find quotes sent 3 or more days ago with no reply. - Search Gmail Sent for emails with a subject containing the firm's quote identifier sent at least 3 days ago
- Check each thread for a reply and exclude any that have already received a response
- Capture the prospect name, email address, quoted services, and send date
Done when All unanswered quotes sent 3 or more days ago are identified.
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2
Anaqua AQX - look up the prospect matter details
anaqua.com How to Automate Anaqua AQX
WebRun opens Anaqua AQX to look up the prospect matter details. - Search Anaqua AQX for any existing matter or contact record linked to the prospect
- Read the service type and matter complexity from the record if it exists
- Include the matter reference in the follow-up draft for continuity
Done when Anaqua context is retrieved for each prospect where a record exists.
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3
Stripe - log estimated matter value for pipeline tracking
stripe.com How to Automate Stripe
WebRun opens Stripe to log estimated matter value for pipeline tracking. - Open the Stripe customer or invoice record for the prospect if one exists
- Log the estimated matter value as a draft invoice line so the pipeline value is visible
- Flag matters where the estimated value is above the firm's key-client threshold
Done when Estimated matter value is recorded in Stripe for pipeline visibility.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email the prospect without my approval?
No. Every follow-up is drafted and left unsent in Gmail Drafts. The attorney opens the draft, personalises it if needed, and clicks Send. No prospect receives an email without human sign-off.
How does it know a quote has had no reply?
It checks the Gmail thread for any inbound reply after the quote was sent. If the thread has only outbound messages, the quote is flagged as unanswered.
What if the prospect already replied through a different channel?
If a reply came by phone or in person, the attorney can delete the draft or mark the thread as replied in Gmail. WebRun will skip it on the next run.
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